Sales Tax

The Sales Tax Report provides a Sales Tax Summary Report and Non-Taxed Sales Report.  
Sales Tax
1

Report Basis

1. Report Basis
Select whether you wish to report on an accrued or cash basis.
2

Tax Location

Select the tax location to report on  if applicable.  This is set to all locations by default.
3

Report Type

3. Report Type
Selecting Both generates both a summary and a detailed report.
 
A summary report shows total taxed and non-taxed sales, with break-outs by tax location, cash and charge sales, and actual and calculated amounts.
 
A detailed report shows total details for non-taxed sales, including invoice number, customer ID and job, and item details.
4

Date Range

4. Date Range
Enter a date range.
5

Work Area

5. Work Area
You can filter by workstation work area.
6

Class and Code

6. Class and Code
You can filter results by class and code.  This is only applicable to the detailed report type.
 
 
 Here is an example of a summary report:
 
Here is an example of a detailed report: